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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,292 | $165,361+41.1% | $149,715+55.8% | $158,950+46.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.39% | 348.24%-333.9pp | 276.66%-262.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,645-46.2% | $4,762-47.6% |
| Participant deferral / active EE | $4,377 | $7,182-39.1% | $6,842-36.0% | $5,983-26.8% |
| Admin fee / account holder | $34,801 | $10,808+222.0% | $9,310+273.8% | $11,248+209.4% |